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KHCM
Kirtland Hills Capital Management Portfolio holdings
AUM
$315M
1-Year Est. Return
20.4%
This Fund
S&P 500
1 Year Est. Return
+20.4%
AUM
$315M
AUM Growth
+$29.7M
(+10%)
Holding
174
Top Buys
| 1 | +$20.5M | |
| 2 | +$15.1M | |
| 3 | +$10.3M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.29M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.61M |
Top Sells
| 1 | +$3.1M | |
| 2 | +$1.76M | |
| 3 | +$1.57M | |
| 4 |
KKR & Co
KKR
|
+$908K |
| 5 |
Salesforce
CRM
|
+$907K |
Sector Composition
| 1 | Technology | 24.98% |
| 2 | Financials | 12.66% |
| 3 | Consumer Discretionary | 10.64% |
| 4 | Industrials | 8.86% |
| 5 | Communication Services | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cadence Design Systems
CDNS
$106B
| $204K | 0.06% |
615
-321
|
|
||
152
Autodesk
ADSK
$43.4B
| – | – |
-1,158
|
|
||
153
American Tower
AMT
$88.2B
| – | – |
-2,781
|
|
||
154
Applovin
APP
$161B
| – | – |
-323
|
|
||
|
155
Salesforce
CRM
$136B
| – | – |
-3,422
|
|
||
156
Elevance Health
ELV
$86.7B
| – | – |
-1,254
|
|
||
157
iShares Core S&P Mid-Cap ETF
IJH
$121B
| – | – |
-4,597
|
|
||
158
Intuit
INTU
$75.7B
| – | – |
-4,673
|
|
||
|
159
KKR & Co
KKR
$85.6B
| – | – |
-7,125
|
|
||
160
Roper Technologies
ROP
$33.6B
| – | – |
-3,943
|
|
||
161
Trade Desk
TTD
$8.89B
| – | – |
-6,720
|
|
||
162
UnitedHealth
UNH
$368B
| – | – |
-4,771
|
|
||
163
Workday
WDAY
$32.2B
| – | – |
-1,578
|
|
||
164
Zoetis
ZTS
$34.1B
| – | – |
-2,604
|
|
||
|
ETHA
165
iShares Ethereum Trust ETF
ETHA
$4.79B
| – | – |
-22,379
|
|
||
166
Accenture
ACN
$103B
| – | – |
-2,570
|
|